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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,259 | $71,057-53.2% | $93,654-64.5% | $80,874-58.9% |
| Participation rate | 44.8% | 60.4%-15.6pp | 68.7%-23.9pp | 67.6%-22.9pp |
| Annual return | 18.68% | 11.26%+7.4pp | 133.34%-114.7pp | 35.62%-16.9pp |
| Employer contribution / active EE | $599 | $1,564-61.7% | $2,421-75.3% | $2,756-78.3% |
| Participant deferral / active EE | $1,787 | $4,034-55.7% | $4,413-59.5% | $4,297-58.4% |
| Admin fee / account holder | $466 | $6,944-93.3% | $8,282-94.4% | $6,935-93.3% |